Wealth Management Product Specialist

1 settimana fa

Milano, Lombardia, Italia Prometeia A tempo pieno

Are you driven by curiosity and eager to contribute to a vibrant organization while utilizing your expertise to foster innovation?

Prometeia presents a unique opportunity for professional advancement and training within a group of over 1000 experts serving more than 500 clients across 20 countries globally.

As a prominent player in Enterprise Risk Management and Wealth & Asset Management solutions, Prometeia is seeking a talented individual to enhance its team focused on functional analysis for software development tailored for financial institutions.

ROLE AND RESPONSIBILITIES:
  • Actively participate in the Wealth Management Product Development team.
  • Assist the Product Owner in crafting Wealth & Asset Management solutions.
  • Engage in product discovery and validate assumptions.
  • Support the gathering of both business and technical requirements.
  • Contribute to the definition of the Product Roadmap.
  • Conduct functional analysis and testing in accordance with product documentation standards, including use case designs, technical and functional analysis test books, release notes, etc.
  • Monitor outputs and outcomes effectively.
EDUCATION AND EXPERIENCE:
  • A Master's degree with outstanding performance in economics/finance, statistics, or management engineering is essential.
  • Preferably possess some experience in a consulting firm within the banking sector or in Asset Management, Wealth Management/Private Banking areas of financial intermediaries and SGRs.
  • Proficient in the English language.
  • Familiarity with Agile Software Development methodologies.
  • Experience with Public Cloud AWS is advantageous.
SOFT SKILLS:
  • Strong problem-solving abilities.
  • Team-oriented with a flexible and dynamic approach.
  • Excellent interpersonal skills.
LOCATION:

Bologna/Milan

WHAT WE OFFER: COMPENSATION, WELFARE & BENEFITS

Our legacy and future are rooted in the value of our personnel. The most significant investment at Prometeia is in our people, encompassing every facet of professional life. We refer to it as 'Total Compensation,' which includes a fixed and variable component, a comprehensive Welfare Plan initiated in 2015, and various Benefits aimed at enhancing the well-being of our team.

REMOTE WORKING

Flexibility is a core principle of our operational model. At Prometeia, smart working is an organizational approach grounded in trust, yielding advantages in work/life balance, environmental impact, and optimizing company performance through the autonomy and empowerment of our personnel.

PEOPLE PROGRAM

Our evaluation framework emphasizes the complete development of individuals and fosters ongoing dialogue as a catalyst for mutual professional and personal growth. Transparent discussions between managers and team members are integral to projects, facilitating reciprocal and timely feedback. This process is fully digitalized and aims to continuously enhance the developmental trajectory of both individuals and the organization.

TRAINING

At Prometeia, continuous training is paramount. We provide an average of 11 days of training annually, both in-person and online. Special attention is dedicated to younger colleagues, who benefit from tailored growth programs, as well as the ongoing sharing and internal transfer of knowledge and skills. On-the-job training is also emphasized, allowing for immediate and direct engagement with the market.

WIN/WIN POLICY

Employees who refer candidates that are subsequently hired are eligible for a financial bonus. This initiative represents a significant opportunity to contribute to the overall growth of Prometeia by attracting recognized market professionals and emerging tech talents.

PHYGITAL MANAGEMENT

Through our dedicated app, Pr(Home)teia, we have fully digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, and carpooling is streamlined, all just a click away.

  • Wealth Management Product Specialist

    4 giorni fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Are you passionate about finance and eager to contribute to a vibrant organization where your skills can make a difference? Prometeia is a prominent player in the fields of Enterprise Risk Management and Wealth & Asset Management, providing a dynamic environment for professional growth and development. With a workforce of over 1000 experts serving more than...

  • Wealth Management Product Specialist

    1 settimana fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Are you passionate about finance and eager to contribute to a vibrant organization where your skills can make a difference? Prometeia is a prominent player in the fields of Enterprise Risk Management and Wealth & Asset Management, providing a dynamic environment for professional growth and development. With a workforce of over 1000 experts serving more than...

  • Client Service Officer

    4 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the RoleIndosuez Wealth Management is seeking a highly skilled and experienced Client Service Officer to join our team in Milan. As a Client Service Officer, you will play a critical role in providing administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI)...

  • Client Service Officer

    6 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the RoleIndosuez Wealth Management is seeking a highly skilled and experienced Client Service Officer to join our team in Milan. As a Client Service Officer, you will play a critical role in providing administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI)...

  • Product Manager

    4 giorni fa

    Milano, Lombardia, Italia Intesa Sanpaolo Group A tempo pieno

    Job DescriptionAbout the RoleWe are seeking a highly qualified Product Manager to join our team at Intesa Sanpaolo Group. As a Product Manager, you will be responsible for analyzing the market and studying the feasibility of new financial products, such as investment funds, insurance products, and wealth management services.Key ResponsibilitiesAnalyze the...

  • Product Manager

    5 giorni fa

    Milano, Lombardia, Italia Intesa Sanpaolo Group A tempo pieno

    Job DescriptionAbout the RoleWe are seeking a highly qualified Product Manager to join our team at Intesa Sanpaolo Group. As a Product Manager, you will be responsible for analyzing the market and studying the feasibility of new financial products, such as investment funds, insurance products, and wealth management services.Key ResponsibilitiesAnalyze the...

  • Junior Investment Advisor

    9 ore fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job DescriptionRole Summary:We are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting our Senior Investment Advisors in their daily interactions with Wealth Managers, providing investment advisory services to...

  • Wealth Management Specialist

    6 giorni fa

    Milano, Lombardia, Italia deVere Group A tempo pieno

    About deVere GroupdeVere Group is a leading wealth management organization that provides cutting-edge technology and expert advice to individuals and institutions worldwide.Job SummaryWe are seeking a highly motivated and detail-oriented Business Development Associate to join our team. As a Business Development Associate, you will play a key role in...

  • Junior Investment Advisor

    4 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...

  • Junior Investment Advisor

    6 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...

  • Product Development Specialist

    4 giorni fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    ROLE AND RESPONSIBILITIES:As a Product Development Specialist at Prometeia, you will be part of the Wealth Management Product Development team, supporting the Product Owner in the development of Wealth & Asset Management solutions.Conduct product discovery and assumptions checking to ensure alignment with business objectives.Support the collection of...

  • Product Development Specialist

    6 giorni fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    ROLE AND RESPONSIBILITIES:As a Product Development Specialist at Prometeia, you will be part of the Wealth Management Product Development team, supporting the Product Owner in the development of Wealth & Asset Management solutions.Conduct product discovery and assumptions checking to ensure alignment with business objectives.Support the collection of...

  • Junior Portfolio Management Analyst

    3 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the RoleWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will provide critical support to our Portfolio Managers in the implementation of indicators and dashboards, development of tools to monitor stock market positions, and analysis...

  • Junior Portfolio Management Analyst

    6 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department at Indosuez Wealth Management. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our business.Key...

  • Wealth Management Analyst

    6 giorni fa

    Milano, Lombardia, Italia Rothschild & Co A tempo pieno

    About Rothschild & CoRothschild & Co is a leading global financial services group with a rich history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital, and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities, and planet.Our BusinessWe...

  • Wealth Management Professional Development Program

    3 giorni fa

    Milano, Lombardia, Italia Mediobanca A tempo pieno

    Join Mediobanca's Wealth Management TeamMediobanca, a leading investment bank in Italy, is seeking top talent for its Wealth Management Talent Program. As a participant, you will embark on a one-year journey to develop your skills and expertise in wealth management.Program HighlightsSpecialized Training: Access to a highly specialized training program,...

  • Consultant di Wealth e Asset Management

    4 giorni fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Descrizione del LavoroLa nostra azienda, Prometeia, è una società leader nel settore delle soluzioni per l'Enterprise Risk Management e del Wealth & Asset Management. Siamo alla ricerca di un professionista che si unisca al nostro team di consulenti specializzati nella gestione dei rischi e dei valori.Compiti PrincipaliAnalizzare e valutare i prodotti di...

  • Consultant di Wealth e Asset Management

    4 giorni fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Descrizione del LavoroLa nostra azienda, Prometeia, è una società leader nel settore delle soluzioni per l'Enterprise Risk Management e del Wealth & Asset Management. Siamo alla ricerca di un professionista che si unisca al nostro team di consulenti specializzati nella gestione dei rischi e dei valori.Compiti PrincipaliAnalizzare e valutare i prodotti di...

  • Wealth Management Consultant

    4 giorni fa

    Milano, Lombardia, Italia deVere Group A tempo pieno

    About deVere GroupdeVere Group is a leading global wealth management organization, renowned for its cutting-edge technology and expert financial advice. Our company is uniquely positioned to provide innovative solutions to clients seeking to achieve their financial goals.Our AdvisorsOur team of experienced advisors work closely with clients to understand...

  • Wealth Management Consultant

    6 giorni fa

    Milano, Lombardia, Italia deVere Group A tempo pieno

    About deVere GroupdeVere Group is a leading global wealth management organization, renowned for its cutting-edge technology and expert financial advice. Our company is uniquely positioned to provide innovative solutions to clients seeking to achieve their financial goals.Our AdvisorsOur team of experienced advisors work closely with clients to understand...